Finance Integrations Analyst - Hybrid (Atlanta, GA.)

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity:

Summary:

The OneDigital Finance Integrations Analyst supports the Finance Integration Team in onboarding of newly acquired/merged OneDigital offices. This role will be a key supporting player to transition new offices into OneDigital’s financial systems and operational processes.

Essential Duties and Responsibilities (include but are not limited to):

• Be a key player in the project planning and project management tracking for the specified business unit for the Finance Integration Team.
• Serve as liaison for new offices for the Finance Department.
• Attend and document integration calls with new offices alongside the Finance Integration Team Leader.
• Perform financial and/or data analysis and reconciliations required for new office to integrate into OneDigital’s ERP.
• Facilitate the implementation of solutions needed to resolve any potential roadblocks of the financial integration.
• Work cross-functionally across the entire organization and to support the Finance Integration Team being a one-stop resource for new offices as they transition into OneDigital’s financial landscape.
• Learn and understand the basic duties of the major financial teams specific to the business unit supported and be able to apply the core concepts within the context of onboarding new offices.
• Perform ad hoc reporting and analysis.
• Execute the tasks necessary for new office’s integration under direction of the Finance Integration Team Leaders such as processing revenue, dispensing producer compensation and all other components of Finance Integration.
• Understand how decisions made in the new office setup will impact the Finance department and organization as a whole.
• Create monthly reporting and complete monthly/weekly audits as needed.
• Assist in training across departments to help tie the operational knowledge of the departments together.
• Maintain the Finance Integrations reporting and tracking for the Executive team and be able to discuss the status of any new and lingering new office integrations.
  
  

Qualifications, Skills and Requirements:

• Proficient with Microsoft Office applications with a strong emphasis on Excel data manipulation (e.g., Complex LOOKUPs, PivotTables, and IF statements including SumIFs and CountIFs
• Ability to communicate effectively both verbally and written with various levels of organization including senior leadership.
• Ability to work independently as needed.
• Well-organized with a strength in prioritizing tasks/projects.
• Demonstrated ability to analyze issues, determine appropriate solutions and resolve sensitive problems.
• Maintains a high level of accuracy and attention to detail; able to look outside the box to see how items coordinate or link together.
• Knowledge of Microsoft D365 and/or general database structure a plus.
  
  

Education, Training and Experience:

• Bachelor’s Degree required. Finance, Accounting, or Business-related fields preferred, but not required.
• Minimum of 1 - 3 years of work experience.
  
  

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!